Paul Morris

Areas of expertise

Chartered Fellow of the CISI and Chartered Wealth Manager

• Holistic Financial Planning
• HNW UK and International Clients
• Succession and Estate Planning
• Pension and Retirement Planning

Experience

Paul has over 25 years’ experience of providing comprehensive financial planning advice to a wide range of clients both in the UK and internationally.  Paul has  previously worked for both HSBC Private Bank and Barclays Wealth and is a Chartered Wealth Manager and Chartered Fellow of the CISI.

Professional qualifications and memberships

Chartered Fellow of the CISI and Chartered Wealth Manager